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Relationship Manager III-Partnership Development Shareholder Representative – Escrow – & Paying Agent Services

May 22, 2025May 22, 2025

Relationship Manager III-Partnership Development Shareholder Representative – Escrow – & Paying Agent Services

CompanyPNC Financial Services
LocationSalt Lake City, UT, USA, Boston, MA, USA, Seattle, WA, USA, Houston, TX, USA, San Francisco, CA, USA, Dallas, TX, USA, Chicago, IL, USA, New York, NY, USA, Denver, CO, USA, Atlanta, GA, USA
Salary$92000 – $209300
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.
  • Typically requires a university / college degree.
  • Industry relevant experience is typically 8+ years.
  • Specific certifications are often required.

Responsibilities

  • Lead partnership strategy and new business acquisition across our core product set including Shareholder Representative Services, Escrow Agent, and Paying Agent.
  • Cultivate deep relationships with M&A advisors, law firms, deal parties, family offices, private equity, and/or venture capital firms.
  • Contribute to the development of go-to-market strategies, product positioning, and market presence.
  • Build & Maintain a Partner Ecosystem.
  • Development of a calling effort and strategic plan.
  • Educate & Influence.
  • Originate and Close new business.
  • Client Management & Reporting.
  • Contribute to the organization’s growth through referrals, new product/use case development.

Preferred Qualifications

  • Book Of Business
  • Client Relationship Building
  • Credit
  • Credit Products
  • Customer Engagement
  • Decision Making
  • Financial Analysis
  • Identifying Sales Opportunities


TaggedBachelor'sCustomer SuccessExpert or higherFinance & Operations & StrategyPNC Financial ServicesSales & Account ManagementSenior

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